IBEX Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-212
| Closed | -$13.5K | – | 183 |
|
|
2024
Q2 | $13.5K | Buy |
+212
| New | +$13.5K | ﹤0.01% | 212 |
|
|
2021
Q4 | – | Sell |
-212
| Closed | -$11K | – | 325 |
|
|
2021
Q3 | $11K | Buy |
+212
| New | +$11K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-1,052
| Closed | -$53K | – | 227 |
|
|
2019
Q2 | $53K | Buy |
+1,052
| New | +$53K | 0.02% | 213 |
|
|
2018
Q1 | – | Sell |
-7,423
| Closed | -$341K | – | 105 |
|
|
2017
Q4 | $341K | Buy |
7,423
+2,597
| +54% | +$119K | 0.15% | 79 |
|
|
2017
Q3 | $219K | Sell |
4,826
-3,549
| -42% | -$161K | 0.08% | 121 |
|
|
2017
Q2 | $371K | Buy |
+8,375
| New | +$371K | 0.15% | 107 |
|
|
2017
Q1 | – | Sell |
-4,556
| Closed | -$188K | – | 239 |
|
|
2016
Q4 | $188K | Buy |
+4,556
| New | +$188K | 0.09% | 115 |
|